Gary Marcus

Rank 22 of 47
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Score 62
4/6/2024, 12:09:49 AM
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In reply to:
Brett Winton
@wintonARK
·
379d
But it makes sense that those geographies will fall back in the priority order as Tesla becomes more confident in robotaxi commercialization.

Crudely, the net present value of a commercialized robotaxi to Tesla is 50x that of a $25k vehicle sold once.
Brett Winton
@wintonARK
·
379d
strategically, even as FSD becomes robotaxi capable, Tesla will still need to sell units into geographies ([cough] Europe) that are intentionally subjecting their populations to regulatory privation

Tesla will need data to train FSD on those driving cultures, and will want to…
Brett Winton
@wintonARK
·
379d
Go back to 2016, imagine learning that Tesla has changed the priority-order and production-timeline for the righthand drive Model 3 (vs lefthand drive)

And then reporting out:

"Tesla is Scrapping Its Long-Touted Model 3!"

The statement is part of a conversation about Tesla's strategic decisions regarding their vehicle production and the potential commercialization of robotaxis. It is a request for clarification on the assumptions and calculations behind a previous statement made about the value of a commercialized robotaxi to Tesla. The tone is inquisitive and aims to understand the reasoning behind a specific claim.

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